Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # CrossLink > CrossLink provides professional tax software, technology, training, and business solutions for tax preparers, tax offices, multi-office firms, service bureaus, and resellers. ## Sitemaps - [XML Sitemap](https://www.crosslinktax.com/sitemap_index.xml): Includes all crawlable and indexable pages. ## Posts - [Professional Tax Software in 2026: The Complete Buyer’s Guide for High-Volume Tax Firms](https://www.crosslinktax.com/blog/professional-tax-software-in-2026-the-complete-buyers-guide-for-high-volume-tax-firms/): Choosing the right professional tax software is one of the most important decisions you'll make for your tax business. The right solution should do more than prepare accurate returns—it should help your firm streamline workflows, manage increasing return volumes, support multiple office locations, enhance client communication, and adapt as your business grows. - [Federal Mileage Rate Update and Key Federal Tax Provisions for 2026](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/federal-mileage-rate-update-and-key-federal-tax-provisions-for-2026/): The IRS has updated the federal mileage rates for the second half of 2026, and several new tax law changes are now in effect. Learn about the updated mileage rates, farmland tax deferral election, changes to charitable contribution deductions, enhancements to the Child and Dependent Care Credit, and the expanded Educator Expense Deduction. - [IRS Tax Pro Account](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-tax-pro-account/): The IRS Tax Pro Account was designed to help qualified tax professionals manage authorizations and access taxpayer information when issues arise with tax returns they prepared and signed. - [Complete List of 32 States with a Taxpayer Access Point or Online Account](https://www.crosslinktax.com/customer-resources/tax-resource-center/states-with-a-taxpayer-access-point/): The following States offer some version of a taxpayer online account. - [Advantages of Creating an IRS Online Account](https://www.crosslinktax.com/customer-resources/tax-resource-center/advantages-of-creating-an-irs-online-account/): For your average taxpayer, filing their yearly tax return can be confusing and frustrating. There are many tools and resources out there that can help the individual taxpayer, and one of them is an IRS Online Account. - [Tax Terms](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-terms/): Tax Terms and Definitions - [Written Information Security Plan](https://www.crosslinktax.com/customer-resources/tax-resource-center/written-information-security-plan/): Federal law requires all tax preparers to create and implement a written information security plan. - [Maximizing Tax Deductions For Clients](https://www.crosslinktax.com/customer-resources/tax-resource-center/maximizingtaxdeductionsforclients/): In this guide, we will explore the importance of maximizing tax deductions for clients and introduce the concept of lesser-known deductions and techniques. - [Detailed Breakdown to the Question “How Do Taxes Work?”](https://www.crosslinktax.com/customer-resources/tax-resource-center/how-do-taxes-work/): The U.S. tax system is extremely complex, leading many often ask the question, "How do taxes work?" This article is meant to help you understand what taxes are, how taxes work, the different tax forms that exist, and how to file your taxes. - [State Requirement for Preparers which offer Tax Refund Products](https://www.crosslinktax.com/customer-resources/tax-resource-center/state-requirements-for-preparers-which-offer-tax-refund-loan-products/): There are 20 states that have regulations for preparers who offer tax refund loan products with the following types of requirements... - [State and Local Tax Deduction (SALT Deduction)](https://www.crosslinktax.com/customer-resources/tax-resource-center/state-and-local-tax-salt-deduction-2/): The state and local tax (SALT) itemized deduction allows certain taxes paid to state and local governments to be itemized deductions on their federal income tax return. - [How To eFile Taxes Like a Professional](https://www.crosslinktax.com/customer-resources/tax-resource-center/how-to-efile-taxes/): Learn how to efile taxes as well as what e-filing is, how it works, and the advantages of e-filing your taxes in this detailed article. - [Head of Household](https://www.crosslinktax.com/customer-resources/tax-resource-center/head-of-household/): The Head of Household Filing Status is included as part of a tax preparer’s due diligence requirements. - [Amended Tax Return](https://www.crosslinktax.com/customer-resources/tax-resource-center/amended-tax-return/): When a taxpayer discovers they made a mistake on their tax return, or they are provided with or find additional tax related information after they have filed their return, they can file an amended tax return to correct the errors or add the additional information. - [Tax Preparer License](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-preparer-license/): At the present time, an individual does not need a license from the IRS to prepare tax returns. California, Maryland, New York, and Oregon regulate tax preparers, while Connecticut, Nevada, and Illinois require registration or other requirements for tax return preparers. - [IRS Voluntary Continuing Education Program and PTIN Requirement for Federal Tax Return Preparers](https://www.crosslinktax.com/customer-resources/tax-resource-center/ptin-requirement-for-federal-tax-return-preparers-2/): This page is designed to help you understand PTINs and the IRS requirement to have one and renew it each year, as well as the IRS Voluntary Education Program. - [Preparer Security and Tax Identity Theft](https://www.crosslinktax.com/customer-resources/tax-resource-center/identity-theft-and-tax-returns/): This page is designed to give tax preparers the information they need to meet their security obligations and to improve their defenses against tax related identity theft, which includes safeguarding their computer systems from cybercriminals. - [Paid Preparer Due Diligence Requirements](https://www.crosslinktax.com/customer-resources/tax-resource-center/federal-refundable-credits/): This page is designed to give preparers a overview of their due diligence requirements which include the earned income tax credit, child tax credit, the American Opportunity education credit and now the head of household filing status and the new credit for other dependents. - [Tax Refund Schedule](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-refund-schedule/): If you filed your tax return and are getting a refund, you might be wondering when that extra cash will hit your account. This article provides you with an estimated tax refund schedule and details about tax refunds. - [2026 Federal Tax Changes: Key Provisions from the One Big Beautiful Bill Act (HR 1)](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2026-federal-tax-changes-key-provisions-from-the-one-big-beautiful-bill-act-hr-1/): The 2026 tax year brings major federal tax changes under the One Big Beautiful Bill Act (HR 1), along with updated inflation adjustments. Here’s a complete breakdown of what tax professionals need to know for the upcoming filing season. - [2026 Federal Tax Filing Deadline Reminder: Key Dates, Extensions & Disaster Relief Updates](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2026-federal-tax-filing-deadline-reminder-key-dates-extensions-disaster-relief-updates/): The federal tax filing deadline for 2025 returns is April 15, 2026. Learn key deadlines for individuals, corporations, and estates, plus extension rules, retransmission timelines, and IRS disaster relief updates for affected states. - [Reminder: March 16 Federal Filing Deadline for Partnership and S Corporation Returns](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/reminder-march-16-federal-filing-deadline-for-partnership-and-s-corporation-returns/): The March 16, 2026 deadline for filing 2025 partnership (Form 1065) and S Corporation (Form 1120S) tax returns is approaching. Learn about the e-file rejection grace period, IRS disaster relief extensions for several states, and how to request an extension using Form 7004. - [2026 IRS Dirty Dozen Tax Scams](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2026-irs-dirty-dozen-tax-scams/): The IRS has released its annual Dirty Dozen list of tax scams for the 2026 filing season, warning taxpayers and tax professionals about common schemes, identity theft tactics, and misleading tax strategies circulating online and through fraudulent communications. - [State Compliance with Federal Bonus Depreciation and Section 179 Expensing (2025)](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/state-compliance-with-federal-bonus-depreciation-and-section-179-expensing-2025/): Not all states conform to federal bonus depreciation and Section 179 expensing rules. Here is a state-by-state overview of conformity as of the end of 2025. - [How Taxpayers Can Protect Their Returns: Get an Identity Protection PIN (IP PIN)](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/how-taxpayers-can-protect-their-returns-get-an-identity-protection-pin-ip-pin/): Learn how an IRS Identity Protection PIN (IP PIN) helps taxpayers prevent tax-related identity theft, protect their 2026 federal tax return, and securely access their IRS online account. - [2025 IRS National Tax Security Awareness Week](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2025-irs-national-tax-security-awareness-week/): With tax-related scams on the rise, the IRS reminds taxpayers and tax professionals to strengthen security and stay vigilant this filing season. - [Trump Accounts: New Tax-Advantaged Savings Accounts for Children](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/trump-accounts-new-tax-advantaged-savings-accounts-for-children/): The One Big Beautiful Bill Act created Trump Accounts, a new tax-advantaged savings account for children designed to support future education, housing, and life expenses. - [Federal Tax Law Changes to Be Aware of for the 2026 Filing Season](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/federal-tax-law-changes-to-be-aware-of-for-the-2026-filing-season/): The 2026 filing season brings important federal tax changes, including new deductions, expanded credits, and updated reporting rules starting with the 2025 tax year. - [New Federal Overtime Pay Deduction: How the 2025–2028 Rules Lower Taxable Income for Millions of Workers](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/new-federal-overtime-pay-deduction-how-the-2025-2028-rules-lower-taxable-income-for-millions-of-workers/): A new federal deduction allows workers to exclude up to $12,500 ($25,000 for MFJ) of qualified overtime pay from taxable income for tax years 2025–2028. Learn how eligibility, phase-outs, and IRS reporting rules apply. - [New 2025–2028 Tip Income Deduction: What Taxpayers Need to Know](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/new-2025-2028-tip-income-deduction-what-taxpayers-need-to-know/): A new federal tax deduction lets eligible workers deduct up to $25,000 of tip income from 2025–2028. With fresh IRS guidance now available, taxpayers can see how to calculate qualified tips, determine eligibility, and understand phase-out rules for higher-income filers. - [IRS E-File Production Shutdown, Obtaining New EFIN/PTINs, and Change in IRS Paper Refund Process](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-e-file-production-shutdown-obtaining-new-efin-ptins-and-change-in-irs-paper-refund-process/): The IRS has announced several important updates that tax professionals should be aware of regarding e-file operations, the issuance of EFINs and PTINs, and changes to how paper check refunds will be processed during the upcoming filing season. - [2025 State Tax Law Changes](https://www.crosslinktax.com/blog/2025-state-tax-law-changes/): This is summary of tax provisions taking effect in 2025 across various states. - [2025 IRS Security Summit Awareness Campaign: Protect Your Clients; Protect Yourself](https://www.crosslinktax.com/blog/2025irssecuritysummit/): The 2025 “Protect Your Clients; Protect Yourself” summer campaign highlights the most pressing security concerns and provides practical steps tax professionals can take to safeguard their clients’ personal and financial data—as well as their own. Here are the the key areas of emphasis in 2025: - [Reminder About Form 1099-DA: Digital Asset Proceeds from Broker Transactions](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/reminder-about-form-1099-da-digital-asset-proceeds-from-broker-transactions/): Beginning in early 2026, individuals who engage in digital asset transactions (including cryptocurrency) during 2025 will begin receiving Form 1099-DA. - [One Big Beautiful Bill Act Explained: Major Tax Updates for 2025 and 2026](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/one-big-beautiful-bill-act-explained/): The One Big Beautiful Bill Act (HR 1), signed into law on July 4, 2025, includes a wide range of tax provisions that affect both individuals and families. Below is a summary of the most impactful provisions that take effect beginning in 2025 and 2026, along with details on provisions that have been extended or made permanent. - [Digital Assets (Cryptocurrency, NFTs, Asset-Backed Tokens, etc.) and How They Are Taxed](https://www.crosslinktax.com/customer-resources/tax-resource-center/digital-assets-cryptocurrency-nfts-asset-backed-tokens-etc-and-how-they-are-taxed/): While cryptocurrency is the most commonly discussed digital asset, many others are increasingly being adopted and traded. The IRS has broadened its focus to include all digital asset transactions—not just crypto. - [CrossLink Professional Tax Solutions Named Preferred Tax Software Provider of Association of Black Tax Professionals](https://www.crosslinktax.com/press-release/crosslink-professional-tax-solutions-named-preferred-tax-software-provider-of-association-of-black-tax-professionals/): “We are thrilled to partner with ABTP,” stated John Amaya, Chief Sales & Marketing Officer of CrossLink. “Their commitment to meeting the needs of millions of taxpayers to provide quality professional tax services goes hand in hand with CrossLink’s commitment to provide best-in-class professional tax software and solutions to help tax businesses stand out in their respective communities.” - [2024 Tax Deadline for Individual, C Corporations and Estate/Trust Returns](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2024-tax-deadline/): The federal filing deadline for 2024 individual tax returns is Tuesday, April 15, 2024. It is also the filing deadline for calendar year C Corporations (1120) and Estate/Trust (1041) returns. - [Update on Beneficial Ownership Information (BOI) Reporting Requirement](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/update-on-beneficial-ownership-information-boi-reporting-requirement-2/): On February 18, 2025, the U.S. District Court for the Eastern District of Texas ruled that the reporting requirements under the Corporate Transparency Act are back in effect. However, the Department of Treasury recognizes that reporting companies may need additional time to comply. - [Changes to Be Aware of for the 2025 Filing Season](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/changes-to-be-aware-of-for-the-2025-filing-season/): Here are some important changes to be aware of for the 2025 tax filing season... - [Reminder: Protect Taxpayers with an Identity Protection PIN (IP PIN)](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/reminder-protect-taxpayers-with-an-identity-protection-pin-ip-pin/): Tax preparers should encourage their clients to sign up for an Identity Protection PIN (IP PIN) to safeguard their federal tax returns. The IP PIN is available to all taxpayers who can verify their identity and provides an extra layer of protection against identity theft. - [Electronic Filing of Returns with Duplicate Dependents: New Updates for the 2025 Filing Season](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/electronic-filing-of-returns-with-duplicate-dependents-new-updates-for-the-2025-filing-season/): Starting with the 2025 filing season (for 2024 federal income tax returns), the IRS will allow taxpayers to electronically file a return that includes a dependent already claimed on another 2024 federal return, provided the primary taxpayer has an Identity Protection PIN (IP PIN). - [What’s New with the IRS Business Online Account? ](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/whats-new-with-the-irs-business-online-account/): The IRS has expanded its business online account services, now allowing more business entities to participate and introducing new features to enhance accessibility and functionality. - [IRS Releases Tax Inflation Adjustments for Tax Year 2025](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-releases-tax-inflation-adjustments-for-tax-year-2025/): The IRS has announced the annual inflation adjustments for federal tax provisions for tax year 2025. Below are some key adjustments: - [Deadline Approaching: Beneficial Ownership Report Filing Required by January 1, 2025](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/deadline-approaching-beneficial-ownership-report-filing-required-by-january-1-2025/): Corporations, limited liability companies, and certain other businesses existing as of January 1, 2024, are required to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) by January 1, 2025. - [2025 PTIN Renewal Now Open](https://www.crosslinktax.com/uncategorized/2025-ptin-renewal-now-open/): Tax preparers can now renew their PTIN (Preparer Tax Identification Number) for the 2025 calendar year. Visit the IRS Tax Professional PTIN System page on the IRS website to complete the process. - [2024 State Tax Law Changes](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2024-state-tax-law-changes/): Here is a brief description of the tax provisions that go into effect in 2024 for States that had changes: - [October 15, 2024: Final Deadline for 2023 Tax Extensions and Federal Returns Plus Disaster Relief Extensions](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/october-15-2024-final-deadline-for-2023-tax-extensions-and-federal-returns-plus-disaster-relief-extensions/): The final federal filing deadline for 2023 individual income tax returns is Tuesday, October 15, 2024. This deadline also applies to calendar-year C Corporations (Form 1120) and Estate/Trust returns (Form 1041). Returns filed after this date will incur a penalty of 5% of the unpaid tax per month (up to a maximum of 25%).  - [IRS Expands Direct File Program for 2025 Filing Season](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-expands-direct-file-program-for-2025-filing-season/): On October 3, 2024, the IRS announced updates to the IRS Direct File Program for the 2025 tax season (Tax Year 2024). The program, which launched last year, will expand to include additional states and income types.  - [2024 IRS Security Summit: Safeguard Your Clients and Your Practice](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2024-irs-security-summit-safeguard-your-clients-and-your-practice/): The IRS its Security Summit partners are focused on helping tax professionals stay vigilant against new and ongoing threats of tax-related identity theft. This year's Security Summit summer campaign for tax professionals highlights a series of simple actions they can take to better protect both their clients and themselves from the theft of sensitive data. - [New Clean Vehicle Credit Requirements For 2024](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/new-clean-vehicle-credit-requirements-for-2024/): Taxpayers who purchase a new electric or fuel cell vehicle between 2023 and 2032 may be eligible for a nonrefundable New Clean Vehicle Credit of up to $7,500. To claim this credit, taxpayers must complete Form 8936 (Clean Vehicle Credits) and Form 8936, Schedule A (Clean Vehicle Credit Amount) and include them with their federal income tax return. Note that the requirements for this credit can change each year. - [Evolving Tax Scams and Schemes Targeted at Taxpayers and Tax Preparers](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/evolving-tax-scams/): The IRS has identified several new and evolving scams targeting both taxpayers and tax preparers. Here is the latest on new and/or evolving schemes aimed at tax professionals, designed to take over their computer systems or obtain their professional information. - [2024 IRS Dirty Dozen Tax Scams](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-dirty-dozen-scams/): The IRS has released its annual Dirty Dozen list of tax scams for 2024. This list serves as a warning to taxpayers and tax preparers about various schemes, abusive tax transactions, and tax avoidance strategies. It aims to raise awareness and prevent individuals from falling victim to fraudulent practices. Below are some of the most relevant scams highlighted by the IRS this year: - [Resubmission Deadline for E-Filed Individual, Corporate, and Fiduciary Returns Rejected on April 15](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/resubmission-deadline-for-e-filed-individual-corporate-and-fiduciary-returns-rejected-on-april-15/): This article provides insight into the deadlines for resubmitting e-filed tax returns that were rejected on April 15 for individual (1040), corporate (1120), and fiduciary (1041) returns. - [2024 Federal Filing Deadline and Extensions for Tax Year 2023](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/filingdeadlineandextensions/): This guide simplifies the federal filing deadlines for 2023, including extensions for disaster-affected areas, IRA contributions, and health savings account contributions. Whether you're filing for yourself or advising clients, this article provides a clear roadmap for meeting tax obligations in 2024. - [How To Avoid Common Tax Errors](https://www.crosslinktax.com/customer-resources/tax-resource-center/avoidtaxerrors/): In this guide, we will discuss some common tax errors and provide tips on how to avoid them, helping you navigate the tax filing process with confidence and accuracy. - [BOI Reporting: A Comprehensive Overview and Filing Guide](https://www.crosslinktax.com/customer-resources/tax-resource-center/boireporting/): Discover the essential details for filing a Beneficial Ownership Information (BOI) Report. Understand the reporting requirements and learn how to comply with FinCEN regulations. - [A Comprehensive Guide to Filing Business Income Tax Returns](https://www.crosslinktax.com/customer-resources/tax-resource-center/filingbusinessreturns/): A business income tax return is a crucial document that sole proprietors, corporations, partnerships, and limited liability companies must file each year. This guide aims to provide tax preparers who primarily file individual tax returns with the knowledge and tools to expand their services to include business tax return preparation. - [Safeguarding Tax Professionals: Watch Out for Tax Season Scams](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/tax-season-scams/): In today's digital era, tax professionals are prime targets for cybercriminals. With sophisticated schemes lurking around every corner, it's crucial for tax experts to stay alert and informed about the latest threats in their field. Read now to learn about three prevalent scams that tax professionals should be wary of. - [IRS Reopens Registration Process for Certified Acceptance Agent Program](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/certified-acceptance-agent-program/): On January 19, 2024 the IRS officially ended the moratorium on the Certified Acceptance Agent (CAA) program, signaling the reopening of applications for both new participants and renewals. Read more to learn how to apply or renew your application. - [Child Tax Credit Expansion: Tax Relief Act for American Families and Workers Act of 2024](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/child-tax-credit/): The Tax Relief Act for American Families and Workers Act (HR 7024) successfully passed the House on January 31, 2024. It is currently awaiting consideration and potential voting by the Senate in the near future. Learn more: - [Reminder: Include Form 8962 (Premium Tax Credit) with Your Federal Return if You Received a Health Insurance Subsidy](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/form-8962/): A reminder to include Form 8962 with your federal return if you received a health insurance subsidy. Learn more: - [Navigating Tax Season with CrossLink’s Continuous Support](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/tax-season-support/): Tax season, a period that often brings a mix of challenges and complexities. At CrossLink, we recognize the significance of this time and are committed to being your steadfast companion throughout the entire journey. - [Clean Vehicle and Residential Energy Tax Credits 2024 – What To Know](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/clean-vehicle-credits/): There are a few things to be aware of about clean vehicle and residential energy tax credits for the upcoming 2024 filing season. - [Encourage Taxpayers to Obtain an Identity Protection PIN (IP PIN) For Extra Protection](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/ip-pin/): The IRS is reminding tax preparers to recommend their tax clients to sign up to get an IP PIN. Beginning last year, the IRS made this program available to all taxpayers who can verify their identity. By obtaining an IP PIN, a taxpayer can get extra protection when filing their 2023 federal tax return. - [2023 IRS National Tax Security Awareness Week](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2023-irs-national-tax-security-awareness-week/): This year’s National Security Awareness Week focused on ways that taxpayers and tax preparers can protect themselves from evolving scams and schemes that are designed to steal personal, financial, and tax information. - [2024 Reporting Requirements Under Corporate Transparency Act](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2024-reporting-requirements-corporate-transparency-act/): Understand the new reporting obligations under the Corporate Transparency Act starting in 2024. Find out which companies are affected and what information needs to be reported to ensure compliance. - [2023 State Tax Law Changes](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2023-state-tax-law-changes/): Most States enacted legislation in 2023 or have tax provisions that go into effect in 2023 due to legislation passed in previous years. - [2024 Tax Inflation Adjustments](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2024-tax-inflation-adjustments/): The IRS announced their annual inflation adjustments for over 60 tax provisions in tax year 2024, including increases in the standard deduction and maximum EITC. - [Tax Updates for Tax Year 2022](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates-for-tax-year-2022/): This article provides information on recent tax changes for 2022 federal tax provisions affecting most taxpayers’ Tax Year 2022 returns. - [Latest Requirements for States with Their Own Earned Income Tax Credit and Child Tax Credit](https://www.crosslinktax.com/customer-resources/tax-resource-center/state-eitc-requirements/): Thirty states and the District of Columbia have enacted their own version of the federal Earned Income Tax Credit (EITC). The details of each state EITC requirements are explained below. Also, six states have enacted their own version of the federal Child Tax Credit. Of these six states, all but one also has an EITC. The details for each state are explained below. - [Employee Retention Credit](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/employee-retention-credit/): Over the past few months, you may have seen information in the media about the Employee Retention Credit and the most recent news that the IRS has stopped processing any new claims for this credit due to the high incidence of questionable claims being submitted to the IRS. - [2024 PTIN Renewal is Now Open](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2024-ptin-renewal/): Tax preparers may now renew their PTIN for 2024 by going to the IRS Tax Professional PTIN System page on the IRS website. - [IRS Direct File Pilot Program](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-direct-file-pilot-program/): On October 17, 2023, the IRS announced more details on the new IRS Direct File Pilot which will be introduced during the upcoming 2024 filing season. - [2023 Energy Efficient Home Improvement Credit](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2023-energy-efficient-home-improvement-credit/): Included in the Inflation Reduction Act of 2022 was the Energy Efficient Home Improvement Credit (formerly known as the Nonbusiness Energy Property Credit). - [2023 Used and Commercial Clean Vehicle Credits](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2023-used-and-commercial-clean-vehicle-credits/): The Inflation Reduction Act included two new credits for clean vehicles. They are the Credit for Previously Owned Clean Vehicles and the Commercial Clean Vehicle Credits. Both credits go into effect in 2023 and are available through 2032. - [2023 Residential Clean Energy Credit](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2023-residential-clean-energy-credit/): The Inflation Reduction Act of 2022 extended and increased the Residential Energy Credit and renamed it the Residential Clean Energy Credit. - [2023 IRS Security Summit](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2023-irs-security-summit/): This year’s Security Summit tax professional summer campaign is emphasizing the following series of simple actions that they can take to better protect their clients and themselves from sensitive data theft. - [34 Latest States with a Pass-Through Entity Tax](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/states-with-a-pass-through-entity-tax/): A total of 34 states have enacted legislation that creates a pass-through entity tax as a workaround to the $10,000 cap on the state and local taxes (SALT) itemized deduction. - [Clean Vehicle Tax Credit: Qualifications and Rules for Electric Vehicle Purchases](https://www.crosslinktax.com/customer-resources/tax-resource-center/clean-vehicle-tax-credit/): New Clean Vehicle Tax Credit - [Understanding Form 1099-K](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/form-1099-k/): Form 1099-K is an IRS information return used to report payment card and third-party network transactions on a federal tax return for businesses, sole proprietors, individuals, and gig economy workers. - [CrossLink Professional Tax Solutions (CPTS) Announces the Acquisition of uTax Software](https://www.crosslinktax.com/press-release/crosslink-professional-tax-solutions-cpts-announces-the-acquisition-of-utax-software/): CrossLink Professional Tax Solutions ("CPTS", or the "Company"), a leading provider of professional tax software solutions to professional tax preparers across the United States, announced today the addition of TaxProFirm, LLC ("Tax Pro Alliance") and Audit Allies Association, Inc. ("Audit Allies") to the CrossLink family. - [9 States with No Income Tax](https://www.crosslinktax.com/customer-resources/tax-resource-center/states-with-no-income-tax-2/): Income tax is a tax imposed by a government on income generated by individuals and businesses. - [2023 Tax Filing Deadline](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/2023-tax-filing-deadline/): The federal 2023 tax filing deadline for Tax Year 2022 individual tax returns, also known as Tax Day, is Tuesday, April 18, 2023. This day is also the filing deadline for calendar year C Corporations (1120) and Estate/Trust (1041) returns. - [Understanding NFT Taxes](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/understanding-how-non-fungible-tokens-nfts-are-taxed-2/): Today’s crypto audience is seeing digital artists’ lives changed by the increase in sales circulating around NFTs, leading investors to wonder about NFT taxes. - [When to Apply for a New EFIN](https://www.crosslinktax.com/customer-resources/tax-resource-center/when-to-apply-for-a-new-efin/): Effective in Tax Year 2011, federal legislation mandates that anyone filing more than 10 tax returns must file electronically. Before you can electronically file tax returns, you must apply to become an Authorized e-File Provider (“Provider”) with the IRS. - [States With Special Laws Regarding Bank Products Fees](https://www.crosslinktax.com/customer-resources/tax-resource-center/states-with-special-laws-regarding-bank-products-fees/): Background: Arkansas (AR), Connecticut (CT), Illinois (IL), Maine (ME), Maryland (MD), and New York (NY) require tax preparers to charge the same fees to all clients irrespective of whether or not a client uses a bank product to facilitate payment of their refund. More details on the regulations are provided below. - [IRS Document Upload Tool Now Available for Certain Notices](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-document-upload-tool/): The IRS announced on February 16, 2023 that they will now give taxpayers who receive certain notices requesting them to send documentation the option of uploading the documents via their secure IRS document upload tool instead of mailing them in. - [Form 8962 Reminders for Tax Season 2023](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/form-8962-reminder-for-2023/): Tax preparers must remember that if a taxpayer received an advance premium tax credit (subsidy) to help pay for their health insurance that they obtained through an Exchange, they must complete (including the reconciliation of the advance premium tax credit) and include the Form 8962 (Premium Tax Credit) with their federal return. - [Premium Tax Credit](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/premium-tax-credit-2/): The Premium Tax Credit is a refundable tax credit for certain people who enroll, or whose family member enrolls, in a qualified health plan that they obtain through a health insurance Marketplace. This credit provides financial assistance to pay the premiums for a qualified plan by reducing the amount of tax the taxpayer owes. - [Why is My Tax Refund So Low](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/why-is-my-tax-refund-so-low/): Many taxpayers may be surprised that the amount of their 2022 tax return is lower this filing season, leaving them to wonder, "Why is my tax refund so low?" - [Reminder: IRS Identity Protection PIN (IP PIN) is Available to All Taxpayers](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/irs-identity-protection-pin-is-now-open-to-all-taxpayers-2/): As part of its wider effort to increase security, the IRS is reminding taxpayers that the IRS Identity Protection PIN (IP PIN) Opt-In Program is available to all taxpayers who can verify their identity. - [Reporting Digital Assets on a Tax Return](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/reporting-digital-assets-on-a-tax-return/): The IRS has changed the virtual currency question of Form 1040 to now refer to digital assets. - [Most Important Tax Changes for 2021](https://www.crosslinktax.com/customer-resources/tax-resource-center/things-to-know-for-tax-year-2021/): This page gives an overview of federal tax provisions that will go into effect in 2021 and items that are changing for calendar year 2021. - [Critical State Income Tax Changes for 2023](https://www.crosslinktax.com/customer-resources/tax-resource-center/state-income-tax-2/): Most states have passed tax legislation in 2023 that will affect their 2023 income tax returns. This article provides a brief description of the 2023 state income tax changes for each State. - [Critical State Income Tax Changes for 2022](https://www.crosslinktax.com/customer-resources/tax-resource-center/state-income-tax/): Most states have passed tax legislation in 2022 that will affect their 2022 income tax returns. This article provides a brief description of the 2022 state income tax changes for each State. - [Top Refundable Credits in the Inflation Reduction Act](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/inflation-reduction-act/): The Inflation Reduction Act became law on August 16, 2022 and included many new tax provisions. This article highlights the provisions and refundable credits that impact individual taxpayers. - [Key Takeaways from the 2022 Summer IRS Security Summit](https://www.crosslinktax.com/customer-resources/tax-resource-center/tax-updates/key-takeaways-from-the-2022-summer-irs-security-summit/): This year, the 2022 summer IRS Security Summit Awareness campaign is focusing on reminders for tax preparers to concentrate on security fundamentals and to bring awareness of the emerging vulnerabilities that the IRS is seeing for those practitioners using cloud-based tax services. - [Detailed Breakdown of How Taxes Work](https://www.crosslinktax.com/customer-resources/tax-resource-center/how-taxes-work/): The U.S. tax system is extremely complex. This article is meant to help you understand what taxes are, how taxes work, the different tax forms that exist, and how to file them. - [How To eFile Taxes Like a Professional](https://www.crosslinktax.com/customer-resources/tax-resource-center/how-to-e-file-taxes/): Learn how to efile taxes as well as what e-filing is, how it works, and the advantages of e-filing your taxes in this detailed article. ## Pages - [Login](https://www.crosslinktax.com/login/): To download the CrossLink Professional Tax Solutions 2026 Desktop Software, use the button below. - [CrossLink Online Demo Thank You](https://www.crosslinktax.com/crosslink-online-demo-thank-you/): A verification email with next steps will be sent to you shortly. - [Webinar](https://www.crosslinktax.com/webinar/): At CrossLink, we believe that knowledge is power. 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